Consulting Services

Estate Planning

We offer accounting and administration services to executors and families of decedents, including assistance with the probate process, help with identifying assets and settling the estate, and preparation of reports for submission to beneficiaries or the courts.

Retirement Planning

The key to successful retirement planning is developing a plan that while based on your current financial situation, also meets your projected financial goals down the road. Successful implementation and periodic review of your retirement plan will help ensure financial independence during your working years and through your retirement years. 


We will provide assessment and planning assistance as you move into your later years of retirement, setting up a plan to maintain a safe living standard. Assistance is provided to the elderly and their families to be sure that their needs are properly addressed. Services range from assistance with basic financial transactions to investment, tax and estate services. Also provide coordination and monitoring of service providers in the areas of health, social and legal services.

Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

Pension & Profit Sharing Plans

Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.